Skip to main content

(800) 719-4281

9 ET - 5 ET, Mon. - Fri.

How To Create an Effective Email Marketing Automation Strategy

Creating an Effective Email Marketing Automation Strategy

Want to create an email marketing campaign that converts? Learn how to create an effective email marketing automation strategy with these tips.

Wondering how to create effective email marketing automation strategies? You're not alone! A lot of people struggle with creating a successful email marketing campaign. But don't worry, we're here to help. 

In this blog post, we'll teach you everything you need to know about email marketing automation. We'll show you how to create a strategy that will increase your open rates and conversions. Here's how!

1. Define Your Goals for Email Marketing Automation

The first step to creating a successful email marketing automation strategy is to define your goals. What do you want to achieve with your email campaigns? Do you want to raise your brand's visibility? 

Do you want to increase the number of visitors to your website? Do you want to generate leads or close sales? You may develop a plan to assist you to attain your objectives once you know what they are. 

Once you've defined your goals, it's time to move on to the next step.

2. Segment Your Email List to Target Specific Customers

Segmenting your email list is one of the most effective ways to create a targeted email marketing strategy, and the easiest way to do this is with email marketing automation. By segmenting your list, you can target specific customers with relevant content that is more likely to convert. 

There are several ways to segment your list. Common methods include segmenting by services or products they are interested in, gender, demographics, past purchase history, and even email click-through rates. 

Once your list segments are in place, you can start creating campaigns to target different stages of the customer journey with personalized emails. 

You can use a marketing automation software integrated with your CRM to gather more information to segment your audience further. For example, using forms in your CRM can help you gather additional information on your audience and segment them more accurately and reliably. 

By taking the time to segment your list, you can: 

  • Ensure that each customer and prospect receives the most relevant and targeted information possible.
  • Avoid sending irrelevant emails to your email subscribers who are not interested in your product or services.
  • You'll create email marketing strategies that are more likely to result in success.

3. Use Lead Capture and Form Automation

Lead capture helps you collect contact information from potential customers, while form automation allows you to automate the process of collecting and storing data. 

By using both of these strategies, you can more efficiently collect data and create a database of potential customers. Automating your email marketing strategy can also help you save time by automatically sending out emails and following up with leads. 

In addition, using lead capture and form automation can help you segment your list of potential customers, making it easier to target your marketing efforts. By using these two strategies, you can create a more successful marketing automation strategy and improve your chances of converting leads into customers.

ProTip: How to Use Lead Capture Automation

Create a Series of Automated Emails

4. Create a Series of Automated Emails

Once you've captured leads and stored their information, it's time to start creating a series of automated emails. This is where the importance of an email marketing tool comes in. 

An email marketing tool like Pulse will allow you to create a series of automated emails, also known as a drip campaign. A drip campaign is a series of email messages that are sent out automatically over a period of time, usually in response to an action taken by the recipient. These emails should be designed to nurture your leads and move them further down the sales funnel. 

By creating a series of automated emails: 

  • You can make sure that your message is always relevant and timely.
  • Help you keep track of email subscriber behavior and preferences, making it easier to target your marketing efforts.
  • You can stay in touch with your leads and keep them updated on your latest products or services.
  • You can also use these emails to build relationships with your leads and establish trust.

Email Series to Include

Your email series should consist of a welcome email, educational emails, promotional emails, and cross-sell/upsell emails once a lead becomes a customer. Each email should have a specific purpose and be relevant to the lead's interests. In addition, you want to be sure that you set up your email marketing campaigns and automation to convert leads into paying customers. 

Below are some of the email types most digital marketers should include in an email series based on the DigitalMarketer Machine framework:

  • Welcome/Indoctrination Series - This email should introduce the recipient to your brand and explain what they can expect from your emails. It is sent immediately after subscribing.
  • Educational/Nurture Series - This email provides valuable information that the recipient can use designed to build relationships and establish trust. It is sent to subscribers who need more information before they're ready to buy.
  • Product Series - This email series can offer discounts, announce new products or services, or promote sales.
  • Segmentation Series - Sent to subscribers who haven't converted, and you want them to learn what products or services you offer that they might be interested in.
  • Engagement/Conversion Series - Sent to subscribers who have been identified as engaged or conversion-ready. An action usually triggers this series of emails from a segmentation email series or new leads from various lead magnets.
  • Ascension Series - Sent to customers in an attempt to get them to buy more products or services from you once they have made a purchase.
  • Re-engagement Series - Sent to inactive subscribers in an attempt to get them re-engaged.

Additional Email Series to Include

Additional Email Series to Include

  • Birthday Series - Sent to subscribers around their birthday.
  • Holiday Series - Sent during holidays or special occasions.
  • Anniversary Series - Sent to subscribers on the anniversary of their sign-up date.
  • Loyalty Series - Sent to customers who have been loyal for a certain period of time or either sent to encourage loyalty and referrals.
  • Abandoned Cart Series - Sent to subscribers who have abandoned their shopping cart.
  • Lead Nurturing Series - Sent to subscribers who are not yet ready to buy.
  • Customer Retention Series - Sent to customers in an attempt to deepen your relationship with them and improve your customer retention rates.
  • Lead Magnet Delivery Series - Sent to subscribers after they opt-in to receive a lead magnet (something of value in exchange for an email address).
  • Appointment Reminders - Sent to remind subscribers of an upcoming appointment.

By including these email series in your email marketing automation strategy, you can create a more comprehensive and effective strategy that will help you convert more leads into customers.

Start Growing Your Business with Pulse Today

Pulse is a powerful CRM and marketing automation software that brings consistency and real-time reporting to businesses, which helps companies grow smarter and faster.

Instantly get access to Pulse's powerful tools that help companies grow smarter and faster.

Find Out How Pulse Can Power Your Business!

Get started with Pulse for just $49 a month and enjoy our 14-day money-back guarantee!

5. Test and Tweak Your Automation Strategy Until It's Performing Optimally

Once you've set up your email marketing automation strategy, it's important to test and tweak it until it's performing optimally. This means testing different elements of your automation, such as how you are segmenting your subscribers, email automation triggers, email delivery times, and more.

It's also important to track your results so that you can see what's working and what's not. Once you've identified what's working, you can then scale your efforts to get even better results.

6. Integrate Email Marketing Automation With Other Marketing Channels

Email marketing automation works best when it's integrated with other marketing channels. For example, you can use email automation to nurture your leads and then send them targeted ads on social media or Google AdWords. 

You can also use email automation to onboard new customers and then send them targeted content through your blog or website. By integrating email marketing automation with other marketing channels, you can create a more holistic and effective marketing strategy.

7. Monitor the Results of Your Email Marketing Automation and Make Changes As Needed

The final step in creating an effective email marketing automation strategy is to monitor the results of the efforts of your sales team and make changes as needed. This means tracking your open rates, click-through rates, unsubscribe rates, and more. 

By monitoring the results of your email marketing campaigns, you can make changes that will help you improve your results.

Start Growing Your Business with Pulse Today

Create email marketing campaigns that get more opens and clicks with Pulse's easy-to-use email builder and marketing automation. You'll also get access to all other great features, such as CRM, text message marketing, and much more.

Try Pulse for free today, and watch your business grow.

Conclusion

Email marketing automation can be a great way to 8 Email Marketing Optimization Strategies to Boost Your Conversions. However, it's important to have a powerful email marketing automation platform to create an effective strategy that includes all of the necessary elements. 

By following the steps outlined in this blog post, you can create email marketing automation solutions that will help you get the most out of your email list. 

Sign up for a free trial of Pulse today if you want to create an email marketing automation strategy that is both effective and efficient.

Our team has years of experience in creating and implementing successful email marketing campaigns for a variety of businesses and can assist you with creating high-converting email campaigns.